Research & Insights
Industry Insights
DEFENSE
Defense Stocks: Unlocking Potential in a Changing World
The defense industry plays a crucial role in national and international security by …
DEFENSE
Defense Stocks: Unlocking Potential in a Changing World
The defense industry plays a crucial role in national and international security by providing the capabilities and technologies necessary
COMMODITY PRODUCERS
Copper: A Commodity for the Modern World
Over the next few decades, copper demand is expected to increase significantly as …
COMMODITY PRODUCERS
Copper: A Commodity for the Modern World
Over the next few decades, copper demand is expected to increase significantly as a result of several factors.
COMMODITY PRODUCERS
Lithium: A Critical Resource for Electric Mobility
Today, the vast majority of electric vehicles (EVs) use lithium-ion batteries. These batteries …
COMMODITY PRODUCERS
Lithium: A Critical Resource for Electric Mobility
Today, the vast majority of electric vehicles (EVs) use lithium-ion batteries. These batteries have a high power-to-weight ratio
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role …
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role in investor portfolios. Over the long term,
Research Insights
THOUGHTS FROM THEMES
Gold Shines Now, But Look at Copper for the Decade Ahead
Gold is the commodity that investors are predominantly focused on today. With trade …
THOUGHTS FROM THEMES
Gold Shines Now, But Look at Copper for the Decade Ahead
Gold is the commodity that investors are predominantly focused on today. With trade policies unresolved, geopolitical tension increasing, and economic
THOUGHTS FROM THEMES
Defense Stocks: A Strategic Play Amid Macro Uncertainty
Investors face a complex landscape right now. With trade deals yet to be …
THOUGHTS FROM THEMES
Defense Stocks: A Strategic Play Amid Macro Uncertainty
Investors face a complex landscape right now. With trade deals yet to be finalized, economic growth slowing, and America’s debt
THOUGHTS FROM THEMES
AI: A $4.8 Trillion Industry By 2033?
The artificial intelligence (AI) industry is poised for significant growth in the years …
THOUGHTS FROM THEMES
AI: A $4.8 Trillion Industry By 2033?
The artificial intelligence (AI) industry is poised for significant growth in the years ahead. According to a new UN Trade
THOUGHTS FROM THEMES
AI Chips: Highlights From Recent Earnings
Semiconductors or “chips” are playing a major role in the artificial intelligence (AI) …
THOUGHTS FROM THEMES
AI Chips: Highlights From Recent Earnings
Semiconductors or “chips” are playing a major role in the artificial intelligence (AI) revolution we are experiencing today. Responsible for
